02/12/2025
This prestigious ranking highlights the top female advisors in the nation, who collectively manage more than $12.7 billion in assets as of September 30, 2024.
02/12/2025
Evelyn Partners generated record £2.6 billion of gross inflows in Q4 2024, with AUM closing the year at an all-time high.
02/12/2025
Bank won Euro Bond, Reverse Yankee Bond, Swiss Franc Bond and Asia High-Yield Bond House of the Year at the IFR 2024 Awards
02/12/2025
The acquisition adds over $560m in assets under management to Bluespring's portfolio.
02/12/2025
Jupiter has been exploring new methods of delivery for its products and how a wider range of clients can access its broad investment expertise.
02/12/2025
deVere Group has seen a surge in clients actively seeking alternative jurisdictions, such as Dubai, Italy and Switzerland, since the Budget announcement.
02/12/2025
Quarterly Fee-Related Earnings up 17% Year-Over-Year to a Record $677 Million
02/12/2025
In Europe, the UK and Channel Islands are updating rules on crypto-assets, ESG, financial services, and anti-money laundering.
02/11/2025
Despite sluggish growth, the Euro Area remains resilient.
02/11/2025
35% of affluent Brits attribute wealth to investment performance, while 19% attribute wealth to property investments
02/11/2025
Wealth managers who deliver high-quality, client-centric content won’t just stand out in a competitive market—they’ll build lasting relationships with clients.
02/11/2025
Demand is strong. Capturing it will require wealth managers to tackle the impending shortage of advisors.
02/11/2025
SJP Polaris 3 becomes first UK fund to amass more than £30bn of assets.
02/11/2025
Migros Bank achieved the second-best result in its history in 2024 with a profit of 282 million francs.
02/11/2025
The comments came as UBS’s headcount in the Americas
02/11/2025
Bruno Verstraete believes the perception of European economic weakness and the exceptionalism of the US appears to be shifting.
02/11/2025
Assets under management or custody stood at CHF 724 billion (up 14%) as at 31 December 2024.
02/11/2025
The Trump administration is promoting US fossil fuel production by reducing environmental regulations, accelerating drilling permits and opening up federal land for oil and gas extraction.
02/11/2025
UBS and Standard Chartered this week urged clients to add to long-term technology holdings on any sell-offs.
02/11/2025
This report scores the world's leading wealth management companies against the 10 themes that are impacting their industry the most.